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NBC Securities’s Aaon AAON Stock Holding History

NBC Securities’s Portfolio AAON Stock Details AAON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-151
Closed -$14.1K – 2786
2025
Q3 		$14.1K Sell
151
-683
-82% -$55.9K ﹤0.01% 1895
2025
Q2 		$61K Sell
834
-4,677
-85% -$410K 0.01% 1232
2025
Q1 		$430K Buy
5,511
+5,508
+183,600% +$568K 0.04% 502
2024
Q4 		$413 Sell
3
-3,598
-100% -$441K 0.04% 509
2024
Q3 		$388K Buy
3,601
+156
+5% +$14.3K 0.03% 555
2024
Q2 		$300K Buy
+3,445
New +$281K 0.03% 611

Other funds holding AAON

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

NBC Securities's AAON Position: Q4 2025 in Review

NBC Securities sold out of Aaon (AAON) in Q4 2025, closing a stake of 151 shares — an estimated $14.1K sold.

NBC Securities first reported a position in AAON in Q2 2024 and held it in 6 quarters. The position peaked at $430K in Q1 2025. 400 funds tracked by Wall St. Rank hold AAON as of Q4 2025.

  • NBC Securities reported no remaining Aaon position as of Q4 2025 after selling out during the quarter.
  • NBC Securities sold 151 Aaon shares in Q4 2025, an estimated $14.1K.
  • NBC Securities first reported a position in Aaon in Q2 2024 and held it in 6 quarters.
  • NBC Securities's Aaon position peaked at $430K in Q1 2025.
  • 400 funds tracked by Wall St. Rank held Aaon as of Q4 2025.

Based on NBC Securities's 13F filing for Q4 2025, filed 29 Jan 2026.